Williams Jones Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $368K | Sell |
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|
2025
Q2 | $397K | Buy |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $481K | Hold |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $578K | Sell |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $750K | Sell |
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|
2023
Q1 | $856K | Sell |
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|
2022
Q4 | $875K | Buy |
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|
2022
Q3 | $830K | Buy |
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|
2022
Q2 | $812K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $345K | Hold |
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|
2019
Q3 | $335K | Buy |
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